from Breakingviews:

Luxury slowdown could delay Gucci revamp

January 4, 2016

The author is a Reuters Breakingviews columnist. The opinions expressed are her own.

from MacroScope:

Prospects still slim for major global economic pickup

December 22, 2015

AppleMark

The world economy may be set for another year like 2015, with modest growth in developed economies offsetting persistent weakness elsewhere but generating very little inflation and keeping interest rates low.

from Expert Zone:

India Markets Weekahead: Buy into the consolidation

By Ambareesh Baliga
September 13, 2015

(Any opinions expressed here are those of the author and not of Thomson Reuters)

Markets displayed a spirited bounce-back after nearly four weeks of decline with the Nifty closing at 7,789, or 1.7 percent higher, on the back of supportive global cues and several reforms by the government.

from MacroScope:

China’s falling imports an ominous sign for the global economy

September 8, 2015

A cargo ship waits to be loaded with shipping containers at a port in QingdaoIf the most populous country in the world, as well as the largest consumer of raw materials, starts shying away from imports, that means global demand and, by extension, the world economy is taking a real hit.

from MacroScope:

Brazil’s central bank showing no mercy on rates

April 30, 2015

Man tries walks between two trunks towards the cracked ground of the Atibainha dam as it dries up due to a prolonged drought in Nazare Paulista

At 13.25 percent, Brazil's towering interest rate looks totally out of line at first glance.

from Anatole Kaletsky:

Karl Marx was right — at least about one thing

By Anatole Kaletsky
July 11, 2014

 A board displays the Dow Jones industrials average after the close at the New York Stock Exchange

Confidence in the global economy is steadily improving, as shown in the financial markets’ bullish behavior and confident comments from companies and policymakers over the past few weeks. Though these columns have argued in favor of a robust recovery, when investors get uniformly bullish, the pessimistic case deserves attention.

from Breakingviews:

Biggest risk of geopolitics is as a distraction

By Edward Hadas
June 26, 2014

By Edward Hadas

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

Blunt instrument is needed for global house bubble

June 16, 2014

By Ian Campbell

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Expert Zone:

The reform club

By Paul Donovan
April 15, 2014

(Any opinions expressed here are those of the author and not of Thomson Reuters)

That custodian of the English language, the Oxford English Dictionary, describes a bubble as “anything fragile, unsubstantial, empty or worthless; a deceptive show”. Could this description apply to the current frenzy for “reform” that is seemingly sweeping the global economy? The answer is “yes, in part”. While there are some genuine attempts at reform, market expectations for reform will inevitably be disappointed in some parts of the world.

from Expert Zone:

Reflections from Davos

By S.D. Shibulal
January 31, 2014

(Any opinions expressed here are those of the author and not of Thomson Reuters)

It’s been an exciting week at Davos. The annual meeting of the World Economic Forum this year was refreshingly different from previous editions. There is a general sense of optimism.